Knowledge and Data-Room Manager

KNOWLEDGE AND DATA-ROOM MANAGER INTERN — WORKING LEADERSHIP ROLE

ABOUT MORSBY, GORMAN, MCCARTHY LLC

Morsby, Gorman, McCarthy LLC is developing Project Guardian as a multidisciplinary, project-based initiative focused on infrastructure planning, implementation readiness, policy research, partnership development, risk analysis, information management, and program coordination.

Project Guardian’s initial work centers on a proposed Kenya-focused infrastructure pilot. Participants will contribute to research, planning, analysis, documentation, and professional-quality project materials intended to help clarify the pilot’s feasibility, evidentiary foundation, funding requirements, implementation conditions, and potential pathways toward responsible replication or expansion.

Participation does not represent employment by, appointment to, or endorsement from any government, university, funder, development institution, community, or prospective partner. Project Guardian is an independent initiative of Morsby, Gorman, McCarthy LLC unless a separate written agreement states otherwise.

PROGRAM TERMS

• Program dates: October 19, 2026–January 29, 2027
• Holiday pause: December 19, 2026–January 3, 2027, during which no routine work is expected
• Fully remote and asynchronous-first
• Normally 5–10 hours per week
• Work exceeding 10 hours in a week requires advance written approval
• Participants should not ordinarily exceed approximately 15 hours in any week
• Unpaid educational internship
• Academic credit may be available only when approved by the participant’s institution
• No promise or expectation of future employment
• Reasonable academic and accessibility accommodations will be considered
• Participation is subject to applicable confidentiality, data-handling, authorship, attribution, acceptable-use, and release requirements

EDUCATIONAL STRUCTURE

This is a structured, project-based learning experience. Participants receive defined learning objectives, supervised assignments, written or documented feedback, revision opportunities, and exposure to multidisciplinary infrastructure, public policy, research, records administration, data governance, due-diligence preparation, and program-management work.

Assignments are designed to develop transferable professional competencies through applied work of educational value. Participants may produce portfolio-appropriate materials, excerpts, or descriptions subject to confidentiality, intellectual-property, attribution, data-protection, and release requirements. Inclusion of any project material, structure, screenshot, index, dataset description, process, or deliverable in a portfolio requires prior written authorization.

Academic credit may be available only when approved by the participant’s institution. Participants are responsible for initiating and satisfying their institution’s credit-approval process. Morsby, Gorman, McCarthy LLC will reasonably cooperate with legitimate institutional documentation, learning-agreement, supervision, evaluation, and verification requirements when provided with sufficient notice.

Academic credit is not guaranteed and is not required for participation. The availability, amount, classification, and conditions of credit are determined solely by the participant’s institution.

The internship is intended to complement academic study and professional development. Participants will not displace regular employees or independently perform functions requiring licensed legal, privacy, cybersecurity, records-retention, compliance, accounting, or other regulated professional judgment.

ROLE PURPOSE

The Knowledge and Data-Room Manager helps design, organize, document, and maintain the controlled information environment supporting Project Guardian’s research, operations, funding preparation, quality assurance, continuity, and principal deliverables.

The role’s central educational objective is to help the participant learn how a multidisciplinary initiative can transform distributed research and working materials into an organized, traceable, appropriately classified, and reviewable body of project knowledge.

The Manager will help establish systems through which authorized project participants can locate current materials, identify authoritative versions, trace important claims to their supporting sources, understand document status, preserve review history, and complete orderly handoffs.

The Manager will also help maintain a clear distinction between:

• An active working repository containing research, drafts, source materials, review notes, and work in progress
• A controlled internal collection of reviewed or approved records
• A restricted data room containing only specifically authorized, appropriately classified, current materials prepared for defined due-diligence or review purposes
• Materials authorized for external release

Placement in a shared working location does not automatically authorize inclusion in a data room or external disclosure. Similarly, a file’s presence in a controlled data room does not independently authorize distribution to every internal or external party.

This is a working leadership internship. The selected participant will coordinate assigned document-management contributors while personally performing substantive organization, indexing, metadata review, records analysis, procedural drafting, quality checking, and information-governance work.

The leadership component is educational and project-based. It does not confer authority to employ, discipline, contract with, or make commitments on behalf of other participants, the company, the project, or any prospective stakeholder.

LEARNING OBJECTIVES

By the conclusion of the internship, the participant should be able to:

• Explain the practical purposes of knowledge management, document control, records administration, and data-room preparation
• Design a logical folder architecture, document taxonomy, metadata structure, and naming convention for a multidisciplinary project
• Distinguish source materials, working drafts, reviewed documents, approved versions, superseded files, archived records, restricted materials, and externally releasable documents
• Develop a controlled process for document intake, classification, ownership assignment, review, revision, approval, archival, and handoff
• Create and maintain document, dataset, source, decision, and disclosure registers
• Apply supervised version-control, change-record, and status-labeling practices
• Trace material claims, calculations, analyses, and deliverables to supporting sources
• Recognize the difference between a collaborative working repository and a controlled due-diligence data room
• Apply approved sensitivity classifications and least-privilege access principles
• Explain why access authorization, disclosure authority, ownership, confidentiality, retention, and deletion are separate decisions
• Identify duplicate, missing, misfiled, inaccessible, outdated, inconsistently labeled, orphaned, or conflicting records
• Apply data-minimization principles and discourage unnecessary collection or duplication of personal and restricted information
• Recognize information-handling incidents and follow established escalation procedures
• Support orderly onboarding, access changes, role transitions, offboarding, backup, recovery, and continuity practices
• Develop clear procedural guidance that distributed participants can understand and follow
• Coordinate contributors through documented assignments, review, feedback, revision, and handoff processes
• Identify when legal, privacy, cybersecurity, intellectual-property, contractual, or records-retention questions require specialized review

PRIMARY RESPONSIBILITIES

Information Architecture and Taxonomy

• Help design and maintain Project Guardian’s authorized folder structure and information architecture
• Develop practical document categories, subcategories, and filing rules
• Establish supervised naming conventions, metadata standards, status labels, and version identifiers
• Align the information structure with the project’s workstreams, decision processes, outputs, and review requirements
• Reduce unnecessary complexity while preserving sufficient structure for traceability and control
• Test whether authorized users can understand and navigate the structure without relying on undocumented personal knowledge
• Document exceptions, unresolved classification questions, and proposed improvements
• Avoid reorganizing or relocating controlled records without appropriate notice, authorization, and traceability

Document Intake, Classification, and Registration

• Develop and maintain a controlled intake process for authorized documents, datasets, source materials, meeting records, analyses, and revised deliverables
• Confirm that incoming materials have sufficient ownership, source, date, status, sensitivity, and version information
• Maintain a master register identifying each material record’s title, owner, location, status, version, review stage, sensitivity, retention status, dependencies, and relevant approvals
• Apply approved classifications consistently
• Identify materials that require clarification, correction, deduplication, restricted handling, or supervisory review
• Avoid collecting information that is unnecessary for an authorized educational or project purpose
• Preserve original source materials when required for traceability
• Record the relationship between source records, derivative analyses, claims, calculations, and final deliverables

Document Status and Version Control

• Establish clear distinctions among source materials, working drafts, materials under review, reviewed documents, approved versions, superseded files, archived records, and externally releasable materials
• Maintain version histories and change records for material documents
• Help prevent conflicting drafts from being presented as authoritative
• Identify files with ambiguous ownership, status, or approval
• Coordinate orderly handoffs when document responsibility changes
• Preserve appropriate review comments, correction records, and approval status
• Maintain a record of superseded versions without representing them as current
• Escalate unauthorized or unexplained changes to controlled materials
• Avoid altering substantive approved content except through an authorized correction or revision process

Source Traceability and Research Support

• Maintain source-document links and appropriate traceability among evidence, research notes, claims, calculations, analyses, and deliverables
• Coordinate with the Evidence and Quality Assurance Lead on source status, verification, correction, and approved versions
• Coordinate with the Chief Research and Editorial Director on citation, attribution, editorial status, and publication-readiness needs
• Identify broken, inaccessible, incomplete, unstable, or inadequately documented sources
• Help ensure that material claims can be traced to the best available supporting records
• Preserve retrieval information, access dates, document identifiers, and relevant source context
• Clearly distinguish original sources from summaries, extracts, derivative analyses, and automated outputs
• Flag unsupported or insufficiently traceable material for further review

Working Repository Administration

• Help maintain an organized working environment for authorized project research, drafts, reference materials, review records, and operational documentation
• Identify duplicate, misfiled, outdated, orphaned, inaccessible, inconsistently labeled, or unnecessary materials
• Recommend and implement approved corrective actions
• Discourage unauthorized shadow repositories, uncontrolled local copies, undocumented alternative versions, and informal storage of restricted materials
• Provide practical guidance concerning where and how project materials should be stored
• Help participants identify the current working version of a document
• Maintain clear ownership and responsibility for important records
• Support periodic repository health checks and issue reports

Controlled Data-Room Preparation

• Help design and maintain a separate, controlled data-room structure for materials specifically approved for due diligence or defined review purposes
• Develop a data-room index, disclosure-status register, and readiness checklist
• Confirm that proposed data-room materials have appropriate ownership, status, classification, version, and approval information
• Help verify that outdated, duplicative, preliminary, privileged, restricted, or unauthorized materials are not inadvertently included
• Record the intended review purpose and authorized audience where required
• Coordinate with the Funding and PPP Integration Lead on funder requirements and due-diligence readiness
• Coordinate with program leadership before any external access or disclosure
• Maintain clear distinctions among prepared, approved, shared, withdrawn, corrected, and superseded data-room materials
• Preserve records of authorized additions, removals, transfers, approvals, and releases
• Never treat data-room preparation as permission to disclose materials

Access and Information-Sensitivity Support

• Apply established access classifications and least-privilege principles under supervision
• Help maintain authorized access and ownership records
• Conduct or support periodic access reviews during onboarding, role changes, departures, team restructuring, or project transitions
• Identify unnecessary, obsolete, excessive, or unexplained access for supervisory review
• Help implement approved access changes through authorized systems and processes
• Avoid granting access solely because a person requests it or previously possessed similar access
• Escalate questions involving confidentiality, personal information, ownership, intellectual property, contractual restrictions, security, or external disclosure
• Avoid copying restricted information into less-protected environments
• Ensure that access status and disclosure authority are not treated as interchangeable

Data Minimization and Responsible Information Handling

• Minimize unnecessary collection, duplication, circulation, and retention of personal, confidential, proprietary, or restricted information
• Encourage use of aggregated, redacted, anonymized, synthetic, or otherwise appropriately limited information when suitable for an assignment
• Identify records that appear to contain unnecessary personal or sensitive information
• Escalate possible privacy, confidentiality, intellectual-property, contractual, or security concerns
• Help maintain appropriate handling instructions for different information classes
• Discourage transmission of restricted information through unauthorized channels
• Ensure that participants understand applicable storage, sharing, and release requirements
• Avoid creating unnecessary copies of sensitive material for convenience

Auditability, Incident Escalation, and Corrective Records

• Maintain appropriate audit trails for authorized access changes, material revisions, ownership transfers, approvals, corrections, releases, and archival actions
• Promptly report suspected accidental disclosure, improper access, lost records, corrupted files, unauthorized changes, malware concerns, or other information-handling incidents
• Preserve relevant facts and records without independently conducting an unauthorized investigation
• Follow established incident-escalation instructions
• Support supervised documentation of corrections, containment steps, ownership, status, and follow-up actions
• Avoid concealing, informally resolving, or deleting evidence of an information-handling problem
• Distinguish observed facts from assumptions or preliminary explanations
• Route matters requiring specialized cybersecurity, privacy, legal, or compliance judgment for appropriate review

Retention, Archival, Backup, and Continuity Support

• Assist with approved retention, archival, transfer, backup, restoration, and recovery procedures
• Maintain records of document ownership and continuity responsibilities
• Help ensure that critical project knowledge is not dependent on a single participant or undocumented personal storage location
• Develop usable onboarding, offboarding, handoff, restoration, and continuity guidance
• Cross-train authorized participants in essential information-management procedures
• Identify records at risk of loss, inaccessibility, corruption, or abandonment
• Escalate retention, deletion, contractual, or legal-hold questions rather than resolving them independently
• Avoid permanent deletion of material records without documented authorization
• Support orderly closeout and preservation of approved final records

Working Leadership and Participant Support

• Translate approved information-management priorities into appropriately scoped contributor assignments
• Provide contributors with clear objectives, filing expectations, deadlines, templates, and review criteria
• Offer constructive first-level feedback subject to supervisory oversight
• Track documentation issues, dependencies, unresolved questions, and completion status
• Provide practical guidance on document handling, filing, metadata, version control, source preservation, sensitivity, and records hygiene
• Encourage timely escalation when contributors are uncertain about access, disclosure, confidentiality, or classification
• Cross-train participants and preserve usable handoff instructions
• Produce substantive individual work in addition to coordinating others
• Refer performance, conduct, accommodation, or participation concerns to the designated supervisor rather than acting independently

SUPERVISION, FEEDBACK, AND REVISION

The Knowledge and Data-Room Manager will receive direction and supervision from the Program Director, with operational coordination through the Deputy Program and Operations Manager.

The educational workflow is expected to include:

• Initial orientation to Project Guardian’s scope, systems, standards, information classes, and limitations
• Defined assignments connected to the role’s learning objectives
• Access to approved templates, examples, source requirements, and procedural materials
• Scheduled or milestone-based supervisory review
• Written, annotated, or otherwise documented feedback
• Opportunities to ask questions and clarify expectations
• Reasonable opportunities to revise substantive work
• Periodic reflection on professional development and learning progress
• A final review or evaluation where appropriate

Feedback may address organizational reasoning, taxonomy design, accuracy, completeness, traceability, usability, consistency, source handling, metadata quality, access judgment, confidentiality, communication, issue escalation, collaboration, and the participant’s ability to incorporate revisions.

EXPECTED EDUCATIONAL OUTPUTS

Depending on project needs, participant readiness, system capabilities, source availability, and supervisory direction, outputs may include:

• Master folder architecture and information map
• Project document taxonomy
• File-naming, metadata, status-labeling, and version-control standards
• Controlled document-intake and classification process
• Master document, dataset, source, decision, and deliverable register
• Document ownership, location, version, review-stage, sensitivity, retention, dependency, and approval tracker
• Working-repository guidance
• Separate controlled data-room structure
• Data-room index, disclosure-status register, and readiness checklist
• Source-to-claim and source-to-deliverable traceability records
• Superseded-material, correction, transfer, approval, release, and archival records
• Access-review and ownership-transfer records
• Onboarding, role-change, offboarding, handoff, backup, recovery, and continuity procedures
• Missing-document, duplication, access, traceability, and records-risk reports
• Organized supporting-material packages for authorized review
• Contributor training materials and quick-reference guidance
• Repository closeout and final-handoff documentation
• Substantive original operational analysis and procedural writing

Outputs are educational and developmental materials. Their production does not guarantee that they will be adopted, externally distributed, used in due diligence, published, or implemented.

PERFORMANCE AND LEARNING ASSESSMENT

Progress may be assessed according to:

• Organization, accuracy, completeness, and consistency
• Quality and usability of the information architecture
• Effectiveness of document taxonomy, metadata, naming, status, and version practices
• Reliability of registers, indexes, traceability records, and handoffs
• Ability to distinguish working, reviewed, approved, superseded, archived, restricted, and externally releasable materials
• Appropriate application of approved sensitivity and access classifications
• Sound judgment concerning confidentiality, disclosure, data minimization, and escalation
• Ability to identify missing, duplicate, inaccessible, outdated, or conflicting records
• Clarity of procedures, guidance, and written communications
• Compliance with approved systems, storage, attribution, and release requirements
• Ability to receive, evaluate, and incorporate feedback
• Reliability in meeting agreed milestones or communicating constraints early
• Effectiveness in coordinating contributors without exceeding the role’s authority
• Growth against the stated learning objectives

Assessment is intended to support learning and program administration. It is not a licensed professional examination or certification in records management, information governance, privacy, cybersecurity, compliance, or any other regulated field.

PREFERRED QUALIFICATIONS

Strong candidates may be advanced undergraduate students, graduate students, postdoctoral researchers, recent graduates, alumni, or early-career professionals. Exceptional earlier-stage students who can demonstrate substantial readiness may also be considered.

Relevant academic areas may include library and information science, information systems, knowledge management, records management, archival studies, data governance, research administration, business administration, public administration, project management, nonprofit management, compliance, information technology, or related interdisciplinary fields.

Candidates should demonstrate:

• Exceptional organization, reliability, discretion, and attention to detail
• Experience organizing complex digital files, research records, shared drives, archives, libraries, datasets, or project documentation
• Ability to design systems that a distributed, multidisciplinary team can understand and use consistently
• Familiarity with file naming, metadata, document registers, version control, access records, archives, or records-management practices
• Ability to distinguish working, reviewed, approved, superseded, archived, sensitive, and externally releasable materials
• Sound judgment when handling confidential, personal, proprietary, restricted, preliminary, or incomplete information
• Strong written communication and the ability to produce clear procedural guidance
• Ability to identify information gaps and follow documentation issues through resolution
• Ability to work carefully without confusing administrative access with authority to disclose, revise, retain, or delete
• Reliability when coordinating contributors across disciplines, institutions, and time zones
• Willingness to document work, receive feedback, and revise substantive assignments
• Familiarity with shared-drive platforms, documents, spreadsheets, databases, citation tools, or collaborative project systems

Experience in knowledge management, library or information science, records administration, data governance, archives, due diligence, research administration, project management, business operations, compliance, or a related field may be helpful but is not required.

Applicants are not expected to possess professional legal, cybersecurity, privacy, compliance, or records-management credentials.

APPLICATION MATERIALS

Applicants should submit through Handshake:

• A current résumé
• A cover letter explaining their interest in Project Guardian and describing relevant knowledge-management, records, research, organizational, or information-systems experience
• One relevant work sample, such as an index, document register, research guide, information architecture, standard operating procedure, metadata plan, records project, data dictionary, process map, annotated organizational system, or comparable academic, professional, volunteer, or independent work

Applicants should remove or redact confidential, proprietary, personally identifiable, restricted, privileged, or third-party information from submitted samples.

If the applicant’s strongest work was completed collaboratively, the applicant should briefly identify their individual contribution.

A prior professional work sample is not required. Applicants may submit an academic, volunteer, independent, simulated, or appropriately redacted example that demonstrates relevant judgment and organizational ability.

SELECTION PROCESS

Initial screening will be asynchronous. Applications will be assessed based on demonstrated alignment, organizational reasoning, attention to detail, communication quality, judgment, transferable skills, and the relevance of submitted materials.

Finalists may be invited to complete a brief, time-limited educational evaluation exercise involving hypothetical or publicly available materials. The exercise may ask the applicant to propose a folder structure, index a small document set, apply metadata, identify version-control problems, classify sample records, or explain how they would address an information-management scenario.

Any selection exercise will be designed solely to evaluate the applicant’s reasoning and communication. It will not involve actual confidential project records, be used as uncompensated production work, or be incorporated into Project Guardian deliverables without separate written permission and appropriate arrangements.

Live conversations will be limited to finalists or circumstances requiring clarification. References may be requested selectively. Reasonable accommodations are available during the selection process.

Priority application deadline: October 2, 2026. The posting may close earlier or later based on application volume, institutional review timing, or program needs.

ELIGIBILITY AND INSTITUTIONAL CONDITIONS

Applicants must be able to participate remotely during the stated program period and communicate reliably in an asynchronous-first environment.

Students seeking academic credit must contact their institution and initiate any required approval, registration, learning-agreement, or internship-verification process. Institutional approval and academic credit are not guaranteed.

Where required, participation may be conditioned on completion of appropriate institutional documentation, confidentiality agreements, information-handling acknowledgments, intellectual-property terms, conflict disclosures, acceptable-use requirements, or other reasonable program documentation.

International students and other applicants are responsible for confirming with their institution or qualified adviser whether participation is consistent with applicable academic, immigration, authorization, funding, or institutional requirements. Morsby, Gorman, McCarthy LLC does not provide immigration, visa, tax, legal, or employment-authorization advice.

CONFIDENTIALITY, ATTRIBUTION, AND RESPONSIBLE TOOL USE

Participants may encounter confidential, preliminary, proprietary, sensitive, or access-controlled information. Such information may be used only for authorized program purposes and handled according to applicable instructions.

Participants must:

• Protect confidential, personal, proprietary, and restricted information
• Use only authorized systems, accounts, storage locations, and transfer methods
• Access only materials reasonably necessary for assigned work
• Avoid uploading confidential, personal, proprietary, or restricted materials to unapproved third-party platforms
• Avoid downloading or retaining unnecessary local copies
• Preserve citations, source records, metadata, review history, and version information
• Distinguish original work from quoted, adapted, collaborative, or tool-assisted material
• Disclose material use of generative artificial intelligence or other automated tools when requested
• Independently verify classifications, factual claims, quotations, calculations, and source interpretations
• Avoid fabricating records, approvals, sources, access histories, citations, document status, or findings
• Obtain approval before externally sharing project materials or including them in a portfolio
• Report suspected loss, misdirection, unauthorized access, accidental disclosure, corruption, or material alteration promptly

Automated tools may support learning, brainstorming, organization, or drafting only when permitted. They may not replace the participant’s judgment, source verification, confidentiality obligations, or responsibility for submitted work.

Restricted or confidential materials may not be entered into public or unauthorized artificial-intelligence systems. Automated classification, summarization, renaming, migration, deletion, or reorganization of controlled records requires appropriate authorization and human review.

INFORMATION-GOVERNANCE, SECURITY, AND PROFESSIONAL LIMITATIONS

This internship does not authorize the participant to provide or represent that they are providing legal, privacy, cybersecurity, regulatory, compliance, intellectual-property, discovery, or professional records-management advice or certification.

Project registers, classifications, retention labels, access records, disclosure trackers, and data-room structures are educational and administrative planning materials. They are not legal determinations, formal compliance certifications, cybersecurity audits, litigation-hold instructions, or guarantees of confidentiality, completeness, security, admissibility, or regulatory compliance.

Questions involving legal retention duties, privacy rights, contractual restrictions, privilege, intellectual property, security controls, regulatory disclosure, investigation, discovery, or formal compliance must be escalated for qualified review.

REPORTING, ACCESS, AND AUTHORITY

The Knowledge and Data-Room Manager reports primarily to the Program Director and coordinates operational matters through the Deputy Program and Operations Manager.

The Manager collaborates closely with the Evidence and Quality Assurance Lead, Chief Research and Editorial Director, Funding and PPP Integration Lead, Monitoring, Risk and Continuity Lead, Communications and Design Integration Lead, and authorized analyst and specialty teams.

The Manager may:

• Organize approved project materials
• Apply established classifications and metadata
• Maintain authorized registers, indexes, and procedural records
• Implement specifically approved internal access changes using authorized systems
• Flag records, access, traceability, continuity, and disclosure risks
• Coordinate approved internal documentation assignments
• Recommend information-management and document-control improvements
• Prepare materials for authorized internal review
• Escalate matters requiring supervisory or specialist determination

The Manager may not independently:

• Grant external access
• Expand internal access beyond approved parameters
• Disclose confidential, personal, proprietary, privileged, restricted, or controlled information
• Permanently delete or destroy material records
• Set or override legal, contractual, regulatory, or institutional retention requirements
• Alter approved substantive content
• Conceal or erase material change history
• Determine that sensitive information is legally or contractually releasable
• Publish, transfer, or release data-room materials
• Conduct an unauthorized investigation
• Make financial, legal, employment, procurement, partnership, or contractual commitments
• Conduct unapproved external outreach
• Represent the company, project, or any institution externally
• Issue public statements
• Authorize another participant to exercise any of these powers

Final decisions concerning access policy, confidentiality, retention, deletion, external disclosure, data-room admission, and release authority remain with authorized program leadership and, where necessary, qualified professional advisers.

All external access, disclosures, transfers, releases, representations, and material deletion or retention decisions require documented authorization.

EQUAL CONSIDERATION AND ACCOMMODATIONS

Morsby, Gorman, McCarthy LLC intends to consider applicants based on role-related qualifications, demonstrated readiness, learning potential, and program needs. Reasonable accommodations may be requested for the application process or internship experience.

Applicants are encouraged to describe relevant academic, professional, volunteer, military, community, entrepreneurial, caregiving, independent, or lived experience when it demonstrates transferable skills applicable to the role.